PLANSOURCE FINANCIAL SERVICES INC

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #5588 of mapped providers

Assets under administration$81M0.0%Market share · rank #7565

Fees received$85,863Median $85,863/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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